1Yr·

Siemens with excellent Q4 figures


Unpopular opinion:

For me belongs $SIE (+2.2%) among the 3 best companies in Germany and (estimated) among the 25 best in Europe. Siemens can definitely have a say worldwide as well 🤝


Unfortunately, the share is mMn due to the "Siemens construct" (one holds shares in $ENR (+2.04%) + $SGRE + I believe in $SHL (-0.12%) ), it is very difficult to value the stock, so I never bought it.


Who has Siemens in their portfolio?


Source: https://new.siemens.com/de/de/unternehmen/investor-relations/events-veroeffentlichungen-ad-hoc.html#FinanzkalenderderSiemensAG

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Also pays ne nice dividend, but was always somehow too expensive for me😅 Maybe the next dip under 100
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And almost unnoticed after the figures, there is once again a restructuring in the Siemens Group... https://www.reuters.com/business/siemens-separate-out-3-bln-euro-motors-drives-business-2022-11-17/
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Runs in the savings plan 😎
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Siemens is top. The energy division will also pick up again soon.
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